JPMorgan Funds - US Growth Fund I2 (acc) - USDRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 51.2 | 20.4 | -16.7 | 28.6 | 25.9 |
![]() | +/-Cat | 20.0 | -1.5 | 4.9 | 1.9 | 10.4 |
![]() | +/-B’mrk | 19.3 | -6.9 | 6.6 | -3.5 | 4.5 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 15/07/2024 | USD 328.38 | |
Day Change | 0.31% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | LU1727358860 | |
Fund Size (Mil) 15/07/2024 | USD 4559.80 | |
Share Class Size (Mil) 15/07/2024 | USD 79.49 | |
Max Initial Charge | - | |
Ongoing Charge 06/12/2023 | 0.67% |
Investment Objective: JPMorgan Funds - US Growth Fund I2 (acc) - USD |
To provide long-term capital growth by investing primarily in a growth style biased portfolio of US companies. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Giri Devulapally 20/12/2010 | ||
Joseph Wilson 17/02/2017 | ||
Inception Date 04/01/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for JPMorgan Funds - US Growth Fund I2 (acc) - USD | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.75 |
![]() | ![]() | 9.56 |
![]() | ![]() | 6.98 |
![]() | ![]() | 5.71 |
![]() | ![]() | 5.65 |
![]() | ||
![]() ![]() ![]() | ||
JPMorgan Funds - US Growth Fund I2 (acc) - USD |